Setup & Training

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Correct setup and training are crucial to the successful implementation and daily operation of your system. These services are normally included as part of your solution package, with manual materials and additional support team resources as backup.

Elements of standard setup and training include:

  1. Set Up Users
  2. Report Setup Info
  3. Test Setup
  4. Instrument-Parameter Mappings (If instrument interfaces are desired)
  5. Admin Training
  6. User Training
  7. System Verification (This can be factored into each process)

Set Up Users
User Setup 1.png
The very first thing that is done once the LabLynx LIMS/LIS application has been initially provisioned on the LabLynx Cloud Infrastructure is the setup of at least one user, usually the main LIMS Administrator. The online manual supports administrators with step-by-step instructions on setting up users in the User Management section.

Your LabLynx Implementation Engineer will help and instruct you, showing you how to set up users, including login ID and password, password expiration, inactivity auto-logout, etc., level of access and more.

Assign Profiles

When setting up a user in the LIMS/LIS, a Profile must be assigned that specifies the access level the user is allowed. For example, here are three default access level profiles in a Physician Office Laboratory (POL) LIS:

  1. Lab Manager - This is the top level of access, and allows all administrative LIMS/LIS functions.
  2. Med Tech/Asst - This is the standard lab user, with the profile designed for all standard laboratory functions.
  3. Office Staff - This user/profile allows submitting of assay requests/orders and viewing/issuing of reports. It does not allow results data entry or other laboratory activities.

As shown in the screenshot, access levels can be different for the same individual for each department or lab site. Again, the assignment of these profiles is performed during setup and training, described in the User Management section of the manual. Your particular access profiles will vary according to your specific requirements, and you can add and/or modify profiles to suit your needs.

Report Setup Info
Your LabLynx LIMS/LIS Solution setup normally includes a standard Results Report that contains some fairly standard information, e.g. laboratory name and address in the header, and test results with range/limits. Part of standard setup includes filling out the Settings screen fields so that the information is included on the report, including any laboratory logo. This can be done at any stage of the setup process.

Additional standard reports include a bench worksheet and sample label (barcoded if desired). A worklist is also standard in the system and can be exported as an Excel file if desired.

Standard Clinical Results Report


Standard COA Report

COA Example800.jpg

Test Setup

Tests can be set up by authorized users any time.

Test Management 5 Detail.png

Probably the most important part of LIMS Setup & Training is setup of the tests used in the lab. If this isn't correct and complete, then the LIMS or LIS core functionality is also not properly functional. Test setup is included as part of standard Setup & Training provided by LabLynx, Inc.. Instructions on how to perform test setup are also included in the online manual.

There are over 50 common assays included in our clinical LIS, and ~1000 parameters in both that and every other LabLynx LIMS edition by default. But any tests that you want to use may need their parameters and/or ranges/limits/specs adjusted, instrument assigned etc. before being activated and published for use. Additional new tests may be created if necessary. Results may include any alphanumeric values, including symbols (e.g. <, >, etc.), and may also be selectable, with user-defined choices (e.g. present, ND, neg/pos etc.), with multi-select also available.

If instruments are to be integrated, parameters must be mapped between the instrument and the LabLynx LIMS. This will be part of your LabLynx integration services. Instructions are in the manual as well, if you would like to review.

Additionally, any set of tests may be grouped as Test Panels or Groups, and assigned in a single click to samples. This is included in Setup & Training, and instructions are also provided in the manual.

The clinical LIS contains over 50 standard clinical assays, and all LIMS/LIS editions have around 1000 parameters by default Test Management 2 Filter.png

The Test Management function in LabLynx is very flexible, so you can create any kind of test you do, including any number of process steps, in the order you specify (a collection of processes is called a Path), and include any number and types of parameters or analytes - each with its own specs or limits/range.

Test with Custom Path and Multiple Parameters/Analytes

Test Example.png

Instrument-Parameter Mappings

Instrument Parameter Mapping.png

As part of the required Setup & Training, any instruments used by the lab are entered into the Instrument management area of the LabLynx, Inc. system. If they are interfaced so that test requests/orders and/or results are sent/received between the LIMS/LIS and the instrument, then the analytes, or parameters, must be "mapped" or translated so both entities speak a common language. This will be included as part of LabLynx, Inc. services if interfacing is selected as part of your LIMS package. Instructions on mapping parameters are also found in the manual in the Test Management and Instrument Management sections.

Admin Training
The LIMS Administrator runs the system
The LIMS Administrator serves as the "go-to" person for anyone using the system, and is the primary contact for LabLynx, Inc., usually responsible for submitting any tickets to the Help Desk and for approving completed ones.

LIMS Administrator (Admin) training is the centerpiece of required setup of any LabLynx LIMS or HealthCloud LIS solution. The manual is designed to support you in accomplishing training and setup. Setup & Training services are delivered as part of your package. Training is hands-on, with guidance and collaboration from highly trained, experienced LabLynx LIMS professionals, and includes initial setup/configuration. It is conducted interactively online where it is recorded for reference and to help train others if/when needed.

The setup tasks completed and trained on during Admin training include:

This training is supported by the above topics and more in the online manuals.

User Training
Admin Training.jpg
User training is delivered by LabLynx, Inc. and managed in the help desk during implementation. Additionally, users make use of the manual and other LabLynx support resources. Training sessions are always online and recorded so that additional personnel may be trained later in a very cost-effective manner. Onsite training is also available if requested.

Unlike admin training, user training is aimed at training staff on how to use the LIMS only in relation to their particular roles. For instance, a user who only enters test requests need not be taught how to batch samples and enter results. Different access profiles are assigned by the LIMS administrator to other users according to job function. User training focuses on their specific job functions with regard to your specific LabLynx LIMS solution.

The areas covered in user training include some or all of the following:

For more on these topics, view them individually or refer to the manual.

System Verification
The final step in required setup of the LabLynx, Inc. webLIMS or related solution is to review each of the functions, running trial samples through testing and viewing reports, including sample labels. This is called System Verification. It is a verification that the system is functioning as designed.

This is included in LabLynx, Inc. setup services, and you can also use the manual and any other Support Resources to help you verify functionality. If Setup & Training have been completed successfully, then the User's Guide can serve as a guide to verification.